CAKE VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
314133

Firm profile

FINTRX

Overview

Cake Ventures Management, LLC is a privately held limited liability company controlled by an individual owner and structured to sponsor and manage pooled investment vehicles. The firm is characterized as unclassified in the available data and does not present itself as a capital allocator to other managers. It is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered entity. The firm's regulatory registration year is not provided.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Monique Woodard

    Founding PartnerCRD 7372502

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2021 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth